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TAX PLANNING SERVICES: HOW TO MONETIZE SCOPE CREEP

Cost Free
Presentation Length 1.5 hours

Recorded DateJanuary 17, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

In this fast paced, entertaining and informative seminar, you’ll learn tips and tricks on how to get paid for all the follow-up work in connection with responding to IRS notices after you’ve filed your client’s tax return. You’ll learn how to price these services highlighting your expertise and how to use an audit protection plan for attracting new clients paying premium fees. Breathe new life into your existing client base and create loyalty by reinforcing your value.

Over the past 4 years, Michael’s Tax and Business Solutions Academy community has grown to include over 400 tax professionals from across the country. We’ve learned from our members’ successes the most effective ways to monetize existing clients and we will show you how.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michael Rozbruch, CPA, CTRS

Roz Strategies
Founder
[email protected]
(818) 973-2733

Rozstrategies

Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated.

About Our Presenter

Rozstrategies

Roz Strategies is an elite coaching and eLearning company that mentors CPA’s Enrolled Agents, Attorneys and helps them add, or scale, a lucrative Tax Resolution Business.

We’re an "A to Z" solution for tax firm owners who want to start a tax resolution practice from scratch or expand what they are already doing. With the IRS equipped with an $80 billion war chest to go after non-filers and taxpayers who owe back taxes it’s more important than ever to know how to help clients navigate the IRS maze and obtain a favorable resolution.

Some of the benefits of tax resolution include year-round income, value-pricing vs. hourly billing, less competition and receive referrals from other CPAs and attorneys that do not handle this work.